Appointment Book and Booking Wizard
Enhancements to the Waitlist
Earlier, the front-desk staff could add a guest to the waitlist for a particular day only. This was the date selected in the calendar which could be the current day or a date in the future.
Now, the front-desk staff can place the guest on the waitlist for a time period. The front-desk staff can further specify the days of the week and the preferred time slots when the guest is available to take a service.
For example, a guest may be free to come in for services on Tuesdays, Wednesdays, and Thursdays, between 9 am and 1 pm, over the course of the next two weeks. The front-desk staff can now specify these options in the waitlist.
If a booking slot frees up between this time period, on the days and time slots specified, Zenoti prompts the front-desk staff to move the guest from the waitlist and book the appointment.
Book the Same Provider for Related Services
Earlier, when booking similar services say, waxing (legs) with waxing (arms), Booking Wizard would assign different providers with different time slots. This was not convenient as it makes better business sense for one provider to take care of such related services in contiguous time slots.
With this release, you can look up slots for a single provider while booking two or more services. You will notice the Book Same Therapist checkbox when you try to book two or more services from Booking Wizard. This checkbox is automatically selected if the organization level setting, Book Multiple Services with Single Therapist in Booking Wizard is ON. If this organization setting is OFF, the Book Same Therapist checkbox is not selected (cleared) and you cannot edit the checkbox.
Note: You can view the booking slots for a (single) provider if the Service Provider option in the Wizard is set to Any, Any Male, or Any Female (for all the services in the appointment).
Improved Booking Wizard Calendar
The Booking Wizard calendar is now more intuitive – it shows slots where providers are double-booked and also slots that fall outside a provider’s scheduled hours.
Note: The double-booked slots appear if the Double-booking for Therapists organization-level setting is set to Warn.
When you rebook an appointment using Booking Wizard, you now have an option to choose if add ons should be rebooked or not.
Note: The new organization-level setting, Rebook Add ons, must be selected.
View the Reason for Online Cancellations
Earlier, the Online Bookings window of Appointment Book showed the number of requests, bookings, and cancellations from online channels such as Webstore V2 and CMA (Customer Mobile App).
Now, the Cancellations tab also shows the text guests enter in the Reason box when they cancel their appointment from the CMA (does not include cancellation reason from online stores/Webstore). Our data shows that guests often tend to cancel their appointments only so that they can reschedule. Seeing the reason for cancellation upfront, helps the front-desk staff follow-up with the guests and book appointments with an aim to minimize loss of bookings.
Replace Guest Details Easily while Modifying an Appointment
At times, an appointment may be booked by a guest for a family member. For example, a mom books an appointment for a daughter. When the daughter comes in for the appointment, you might just want to replace the guest details for your records. To make such changes, you can use the Modify Appointment option from the context menu and then use the Modify link in the bottom panel to make the necessary updates.
Earlier, if you had configured Zenoti with a payment integration, the Modify link in the bottom panel did not show up. We realize that the font-desk staff finds this Modify link useful and have now made this link available at all times (while modifying an appointment).
Note: The Modify link is also available when you book appointments from Booking Wizard and use the Modify Appointment option from the context menu. You must click the edit icon next to the guest name - Zenoti redirects you to the booking panel where you can view the Modify link.
Minor Updates to Group Invoices
Adding invoices to a Group Invoice is now easier - just click the new button, Today’s Open Invoices. In the pop-up that appears, note that there are two new columns, Appointment Date and Start Time. Alternatively, you can search for a guest name or phone number from the Name or Phone field. Refer to the screenshots for details.
View/Edit Automatically Tracked BOM in an Open Invoice
Earlier, if services had automatically-tracked Bill of Material (BOM) and if the providers had to update the actual quantity used, they had to remember the quantity used to provide the service and wait for the front-desk staff to close the invoice.
With this release, the providers can view the automatically-tracked BOM along with the manually added products even before invoice is closed. To edit the BOM, the providers must have the Appointment Book > BOM > Edit permission enabled for their role.
Note: The providers can edit the BOM for a service only if the setting, Allow to override automatic product consumption in appointment book, is enabled for that service.
However, auto-tracked BOM is deducted from the inventory only after the invoice is closed.
Note: This feature is also available on Zenoti Mobile (iOS and Android).
Appointment Details Report Now Shows Cancellation and No-Show Notes
With this release, business owners can see the cancellation and no-show notes that the front-desk staff enters for canceled and no-show appointments in the Appointment Details report. This helps the business owner observe the trends regarding canceled and no-show appointments.
Note: If there is an appointment note and the appointment is canceled, the cancellation note is appended to the appointment note.
Create BOGO offers for Gift Cards
Usually, when guests purchase gift cards of a specific number or amount, businesses may want to offer a bonus gift card to the guests as part of the campaign to increase gift card sales.
With this release, you can create a Buy One Get One (BOGO) offer for gift cards at the organization level. You can configure the BOGO offer depending on the number of gift cards or the value of the gift card purchased by the guest.
For example, you can configure offers using one of the following ways:
- Your business is running an offer where the guest can buy three gift cards worth $30 each and get a bonus gift card worth $10 free. If your guest purchases three gift cards of total worth $90, the guest is eligible to receive a $10 bonus gift card.
- Your business is running an offer where the guest can buy a gift card worth $90 or more and get a gift card worth $15 free. If your guest purchases a gift card of $100, the guest is eligible to receive a $15 bonus gift card.
Note: The BOGO offer is available for purchases made online and in-store.
Read the Help article
New Templates for Email Campaigns
With this release, the following new templates are introduced which you can use to create an email campaign:
- Basic Layout tab
a) Simple Message Template: This layout is ‘Happy New Year’ theme-based template contains GIFs that you can use for email campaigns.
b) Simple Hero Image Template: This layout in this template is based on the theme that allows you thank a customer and give a discount on their next booking.
- Themed Template tab
Discount Simple Template: The layout in this template is based on the ‘Black Friday’ theme which you can use to design campaigns to announce any special discounts for your guests.
These new templates showcase a bit more of what you can achieve by using the themes in the email campaigns.
Easily View Metrics for your Email Campaign
With this release, we have introduced new columns that allow you to see the metrics of your email campaign on the Manage Email/Text Message Campaign page (Marketing > Email/Text Message Campaigns) for your business.
This allows you to compare and review campaign performance at a glance, even before you select to see the campaign details.
New Dashboard to Monitor your Campaign Activities
With this release, a new Dashboard option is introduced that allows you to view the consolidated information of your campaign activity for the selected period of time.
Using Dashboard, you can see the campaign history, the level of engagement with guests, and top-performing campaigns of your business. You can also filter based on the revenue generated, click rate, and email delivered rate.
View the Total Credits Used for Each Text Usage
With this release, a new column, Credits Consumed, is introduced in the Text Usage report that allows you to see the number of credits used against each SMS delivered for your campaigns. Using the data in this column, you can easily track the credits used and calculate the fee.
Use Single Invoice to Sell and Redeem Membership Benefit (Recurring or Non-recurring)
If a guest likes a particular service (say, 15 minutes Foot massage at $40), during check out, the front-desk staff upsells a membership with the same service (3 Foot massages at $90). At times, the guest may like to redeem the (first) Foot massage service from the membership.
In such a scenario, earlier, the front-desk staff would have had to create a separate invoice for the sale of membership, close it, and then redeem the Foot massage service from it. This was not intuitive as the front-desk staff had to take additional steps.
Now, we have simplified this process. The front-desk staff can add the appropriate membership directly to the service invoice. A message appears on the POS screen notifying the front-desk staff that the service has been automatically redeemed from the membership (that has just been added to the invoice).
Prerequisite: The organization level setting, Enable Redemptions on Open membership, must be turned ON.
Sell Membership that contains the service booked by the guest
Redeem service credits from the membership sold to the guest
Select Multiple Taxes Applicable for a Membership
Earlier, you could select only one type of tax within the tax group associated with a membership. This was counterproductive for your business if a membership was subject to multiple taxes.
With this release, you can select multiple taxes for a membership sold at your center. Your guests can also see the type of tax and the amount levied in the invoice for the membership.
Note: To view the breakdown of each tax component for a membership in the invoice, you must enable the organization-level setting, Print tax amount on the invoice and receipt (Admin > Organization > Organizations > Settings > Invoice & Receipt).
Enhancements in Invoice to Show Payment Details for Recurring Membership Sale
With this release, you can see the following enhancements in the invoice page to address some of the issues related to the recurring membership sale:
- During membership sale, a message appears in the Multiple Commission window that displays the provider who would receive commissions for every future recurring payment.
- A new information icon appears next to the discount amount under the Discount column in the invoice. When the front-desk staff hovers over it, a message appears informing if any discount awarded towards the recurring membership is applicable on all future recurring payments.
- On the right, you can see payment-related information like payment amount, default payment type used for collecting recurring payments, and scheduled date for next payment. There is also a link to view the membership details.
Apply Invoice-Level Commission Deductions on Services Only
Earlier, if invoice-level deductions were defined at the employee level, the deductions were apportioned across all item types (that were on the invoice).
With this release, administrators have the option to apply invoice-level deductions to services (and day/promo packages) only. To do so, administrators can use the new Apply invoice level deduction on - Services only setting.
Assume an administrator has configured an invoice-level deduction of $5 and selected the Services only checkbox. If there is an invoice that has a sale of a service and a package, the employee who performed the service and the employee who made the package sale are both eligible for commissions. However, the invoice-level deduction on the commission in this case applies only to the employee who performed the service (and not to the employee who earned the commission on the sale of the package). Read the Help article
We have also made updates to the related organization-level setting. Earlier, for the setting, Show commission amount in payroll post invoice-level deduction, the administrator could further specify whether this setting should apply to individual item types such as Service, Product, Membership, Package, and Gift card. Now, this setting has been simplified to just, show commission amount in payroll after invoice-level deduction without the additional checkbox for each of the item types.
Updates to Employee - Service Associations
We are continuing with the improvements to the Employee-Service association page (that we started with the last release in Sept ’19).
With this release, you can see a new column, Job Assignment, against a service (or an add-on). If there is a service that an employee can perform by virtue of her job, the corresponding Job Assignment checkbox is selected (the checkbox is read-only).
You can easily identify the add-ons as an Add-On tag appears next to the service name. See the following screenshot for reference.
Important: These changes apply only to new organizations, that is, to our new customers (onboarded from Sept ’19). We will roll out these changes to our existing customers in the near future.
Quicker Updates to Employee Tasks
To make task management easier and to provide employees with relevant information while completing tasks, employees can now edit the Status, Priority, and Due Date columns for each task.
In addition, employees can now see appointment notes, appointment cancellation/ no-show comments (that is, the reason for appointment cancellation and no-show) as part of the task description. This helps give employees a better context when they reach out to guests for follow-ups thereby helping them to have a more meaningful dialogue with guests.
New Columns in the Employee Block Out Time Details Report
Business owners may want to check modifications to Block Out times (times when providers are unavailable). To this end, the Employee Block Out Time Details report now has two new columns to show who modified a block out time (Last Modified By) and when (Last Modified On).
Note: You can see these columns only if you set the Block Out Time Type filter to Active.
New Column for Call Disposition in the Opportunities Page
With this release, you can see the new Call Disposition column on the Opportunities page. This helps marketing managers quickly glance at the call dispositions to decide on the next steps for the opportunity.
Filter Stock Information by Vendor
If you are a retail-heavy business, you have a variety of products in your inventory. While you are reviewing, let’s say sales, stock level, or stock value, you may want to know the stock information based on the vendor-product association.
In this release, we have introduced the Vendor filter to view the stock information based on the vendor-product association. If a product is associated with multiple vendors, the Vendor column shows as ‘Multiple’. The stock information in this case, is for all the vendors with which the product is associated.
Auto-pay Visual Cues in the Invoice
With this release, for any invoice that is paid using Auto-pay, you will see the Auto-pay guest icon, and in the Payment Details section, Mode of Payment is set to Auto-pay. The payment stamp will include the text “Auto Paid in Full”, to indicate the full payment was made using Auto-pay.
These visual cues let the front-desk staff know if the invoice was closed using Auto-pay.
Offer Service Discounts to New Guests
Offering services at discounted rates to new guests is a common industry practice as this helps to attract more guests and also increases the customer base. However, earlier on Webstore, you could not offer services at discounted rates to new guests.
Now, your Webstore will allow you to offer discounts on services to the guests who log in and book services for the first time. This can be done at both the center level and at the organization level.
Restructured Online Booking Settings
With this release, the organization-level settings to configure the Webstore are reorganized and restructured.
The Catalog tab in the organization-level settings is renamed as Online Booking which will contain all the settings related to Webstore. The Online Booking tab includes settings for Webstore V1 (Classic Template), Webstore V2 (Simple Template), and a new template called Online Booking Setup. The Online Booking Setup template consists of all the basic settings that you must configure to enable Webstore.
To set up Webstore V2, you must configure the Online Booking Setup template first, and then proceed to configure the Webstore V2 template.
Improvements to Location Selector
In the earlier release, we had introduced center level catalog configuration settings that allow you to enable Services, Gift Cards, Memberships, and Series Packages at the center level for the Webstore.
With this release, if you are on the Services page and if you open the Location Selector, you will only see the centers that have enabled Services. You will also see the same behavior in the Gift Cards page and the Memberships page where the Location Selector will only display the centers that have enabled Gift Cards and Memberships respectively.
Customize the Text of the Service Label
Your business may not always call the services that you offer as Services. For example, if you are a MediSpa, you may call your services as ‘Treatments’. In the case of a Nail Salon, you may call your services as ‘Nail Art Services’.
With this release, we are introducing two new settings, Service Icon Text and Service Label, in the Webstore V2 template that allows you to change the services text label that appears on the Webstore, as per your business. This allows you to have consistency in nomenclature across all your channels.
Improvements to Gift Card Promotions
With this release, as part of gift card promotions, you can set the minimum and maximum values for the amount and quantity of the gift cards that can be purchased. You can also configure the value of the Bonus Gift Card that your guest will receive as a part of this promotion.
This allows you to customize the bonus gift card promotions to suit your business needs.
Example: Buy three or more Gift Cards of $50 or more and get one Bonus Gift Card of $50.00.
Guest Kiosk and Queue
Appointment Notifications to the Guest
With this release, a new setting allows you to configure and send notifications to your guests updating them about their appointment wait time.
Depending on the type of notification you configure for your business, your guests receive one of the following:
- Confirmation notification: An SMS or email notification informing the guests about their approximate wait time or queue position along with a link to monitor live wait times.
- Next-in-line notification: The notification informs the guest that they are next in line for a service.
- Threshold notification: An SMS notification is sent before the start of the appointment to the guest as per the time configured at the center level. For example, if you have configured that the guest should receive a notification 20 mins before their appointment start time, an SMS is sent to the guest 20 mins before the start of their appointment.
No More Token Expiry Woes
Earlier, when the front-desk staff signed in using the kiosk, the access token would expire every 10 hours or when the date changed. A token is the ability to access which generated when a user logs on to the kiosk after authentication.
For example, if the front-desk staff signed in at 8 a.m. at the center’s kiosk, the token would expire at 6 p.m. or if the front-desk staff signed in at 9 p.m., the token would expire at 12 a.m.
This was inconvenient as the front-desk staff had to sign in every time the token expired to avoid delays and confusion for your guests using the kiosk.
This is now fixed. The token will not expire unless there is an update from Zenoti. In such a case, the front-desk staff must sign in for any new changes to take effect.
View Providers Based on the Selected Service
With this release, when a guest books an appointment using the kiosk, the list of available therapists contains only those who can perform the service.
Enhancements to Digital Forms Filled by the Guests
With this release, we have introduced the following enhancements to help smoothen the form-filling process for guests using the kiosk:
- New look and feel for forms.
- Alert messages to fill the mandatory forms before checking in for an appointment.
- Alert messages to fill the mandatory fields in the form which were missed by the guest.
- Ability to easily navigate across multiple forms for a service.
Alerts to Fill Mandatory Fields in Guest Profile
With this release, the following new UI changes are done for the ease of use for guests using the kiosk:
- When a new guest signs up, the guest must fill all the fields in the New Client Sign Up page before booking an appointment. Since all the fields are mandatory, we have removed the asterisk (*) mark for all the fields in the guest profile.
- Removed colon after fields that appear in the New Client Sign Up page such as First Name, Last Name,Mobile Number, Birthday, Gender, and Pin code.
- Ensured that your business is GDPR compliant by showing the ‘I would like to receive promotional messages’ text message only if the following organization-level settings are enabled:
a) Set new guest profile to receive marketing emails
b) Set new guest profile to receive marketing text messages (SMS)
New Look for Admin Queue
With this release, the Admin Queue page appears with minor changes such as new color background and realigned icon.
Save Time by Creating Items in Zenoti for Xero
Zenoti-Xero integration helps you to export your store’s accounting data from Zenoti to your Xero account. When you sync items, the integration checks if an item in Zenoti is mapped to an item in Xero. If the item is missing, the sync fails and you must create it in Xero and resync it from Zenoti.
With this release, for an item in Zenoti that does not have an item in Xero, you can create an item in Zenoti for Xero and resync. While creating the item, you must select the chart of accounts to which the new item must be mapped in Xero.
View the Admin Sync - Sales Order Summaries Report to know the items that you must create. In the Items section, you can see the Create New Item button for each missing item in Xero.
After the item is added, you must resync the item and the sale order separately.
Customer Mobile App (CMA)
Allow Guests to Purchase Gift Cards
With this release, Zenoti will allow your guests to purchase Amount gift cards for themselves or for others, from their mobile apps. They can redeem the gift cards in-store to avail the benefits.
Note: This feature is available for both Android and iOS versions of the app.
Tips Prompt after the Service
Earlier, when your guests enabled Auto-pay on their mobile app, they were prompted to enter the tip amount. Guests may select the tip amount as $0.00, as they haven't yet experienced the service.
Now, your guests will see a prompt to add the tips after the services are done and after the invoice is closed. This way, your guests can be a better judge of the service and tip accordingly.
Troubleshoot Card Reader Issues
Earlier, if you were using Zenoti Mobile, and were facing card reader connectivity issues, you either referred to the help articles or contacted Zenoti Support to troubleshoot the issues.
Now, a new option, Troubleshoot, is introduced in the Connected Card Reader screen that will perform a diagnosis of the Zenoti Mobile device and list out all the steps to troubleshoot and resolve any connectivity errors.
Changes to the Book and Modify Appointment
With this release, the following new changes are introduced to enhance the ability to book and modify appointments conveniently when using Zenoti Mobile:
a) When you edit the existing appointment for a guest, the previously selected time
slot (if available) is highlighted to help identify it.
b) You can now easily edit the room or provider on the Modify Appointment screen.
Redeem Manually Added Loyalty Points
Earlier, if your business wanted to award their guests with loyalty points for checking in or leaving a feedback on social media, you could not do so by using Zenoti Mobile.
With this release, on the Loyalty Points tab of the Guest Profile, the Add Points option is introduced. Using this option, you can (with the appropriate permissions) add loyalty points manually for the guest.
For example, after release, you can award a guest additional loyalty points for booking on a weekend, or for checking-in on Yelp, from the guest’s profile.
You can add loyalty points for both Regular and Tiered loyalty programs. If you add points for a guest who is in a tier, the points are added to the guest's current tier and expire as per the tier settings.
Note: To add loyalty points, the employee must have Add Loyalty Points permission enabled at the organization level. (Admin > Organization > Security Roles > User Role > Permissions tab > Guest Manager).
Changes to Group Appointments
With this release, the following new changes are available for group appointments:
- Ability to add a group name while booking a group appointment.
- Ability to detach a member from the group from the Appointment screen.
c) Ability to add an appointment for a group from the Appointment Details and the Take Payment screens.
d) Ability to generate group appointment receipts from POS.
Restrict Gift Cards Credits Redemption to a Specific Center
With this release, you can restrict gift credit redemptions to the center where it was purchased in order to promote sales for your center. This is helpful especially if your business is a franchisee and you intend to increase your business through the sale of gift cards.
To enable this feature for your business, contact Zenoti Support.
For example, Lisa purchases a gift card at the Seattle center. She then books two appointments, one at the Seattle center and other at the Manhattan center. After this release, if Lisa wants to use the gift card credits towards a service, it can be redeemed only at the Seattle center but not at the Manhattan center.
Undo Appointment Status
In busy centers that manage a high volume of appointments in a day, it is likely that the front-desk staff changes the status of an appointment to Start, by accident. With this release, the front-desk staff can easily change the status back to the previous status by using the Undo option available in the Appointment Details screen.
For example, if the front-desk staff has marked the appointment as Start by mistake, they can undo the action by selecting Undo Start.
Note: This feature is not available in segmented service or for guests who booked the appointment using Auto-pay.
Restrict the Ability to View a Guest’s Last Name (iOS, Android)
With this release, only employees (such as the provider) with Show guest last name on Zenoti Mobile permission enabled for their roles at the organization level can view the guest’s last name.
This means, employees without required permissions cannot see guest’s last name on the Appointment Book, Reports, Take Payment, Add more, Invoice screens, and the Loyalty tab. They can see only the guest’s first name. This way you can ensure a guest’s privacy.
Easily Change Login Password
Earlier, if you wanted to reset or change your password, you could do so only through the Zenoti web application. This was tedious for employees.
With this release, a new option, Change Password, allows employees to easily change the password using Zenoti Mobile.
Calculate Your Total Cash Collections for Faster End of Day Reconciliation
With this release, we’ve eased your end-of-day cash reconciliation process by introducing a new option, Currency Count in the Close Payments screen (Settings > Cash Register > Close Register). You only need to enter the number of bills by denomination and Zenoti calculates the total amount for you.
Note: Zenoti also calculates the coins in your till.
Labels for Icons in the Invoice
With this release, we have added appropriate labels for the icons on the Receipt screen. This allows the front-desk staff to identify and use these options conveniently.
Now Available in Android
With this release, you have the ability to view the providers’ splits on commissions and sales in the Commissions tab.
This feature was previously introduced features in iOS and are now available in the Android version.